Redeye expects a negative share price reaction to InfraCom's Q4 2025 results. An 18% EBITDA miss against Redeye's estimate, compounded by a structural downgrade to the company's long-term profitability target, outweighs the near-term relief from SEK178m in Bredband2 divestiture proceeds and a SEK2.1 per share dividend. Redeye will lower its long-term profitability assumptions, revise sales forecasts downward, and reduce its fair value range accordingly.
LÄS MER
